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The Connected Advisor

By: Milemarker
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  • Summary

  • The Connected Advisor is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker and Turncast.
    Copyright © Milemarker Inc.
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Episodes
  • Building Client Trust Through Core Values with Ted Bovard

    Building Client Trust Through Core Values with Ted Bovard
    Jul 30 2024
    Episode 54: In this episode of The Connected Advisor, Kyle Van Pelt talks with Ted Bovard, Principal at Fort Pitt Capital Group. Ted shares his unconventional path to wealth management and the pivotal moments that shaped his career. Emphasizing the importance of long-term planning over chasing returns, Ted discusses Fort Pitt's client-first approach, the firm's five-step onboarding process, and how they leverage teamwork and technology to enhance their services. Kyle and Ted also explore the importance of strong core values, and the impact of AI and technology on the future of financial services.
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    42 mins
  • How Breakaway Advisors Achieve True Independence with Jason Barber

    How Breakaway Advisors Achieve True Independence with Jason Barber
    Jul 23 2024
    Episode 053: For many advisors, transitioning from wirehouse firms to independent practices is not just about autonomy—it's about building a business that aligns with their vision and values. However, true independence comes with its own set of challenges. To thrive, advisors need the right technology. When chosen strategically, technology becomes a key partner in building strong client relationships and delivering meaningful financial planning. In this episode of The Connected Advisor, Kyle talks with Jason Barber, CEO and Co-Founder of Uptick Partners. Jason helps advisors and investors achieve independence. He is also the CEO and Co-Founder of Holistic Planning, where he delivers high-quality, comprehensive, and unbiased financial advice to individuals and families. Jason talks with Kyle about how breakaway advisors achieve true independence. He shares why he left a large wirehouse, the challenges and opportunities of establishing an independent advisory firm, and the importance of aligning personal values with professional goals. In this episode: [02:01] - Jason's money moment [08:12] - What Jason learned from his time at Cutco [11:06] - The similarities between selling a product and selling services [13:17] - What made Jason leave wirehouse firms and start an independent RIA [22:58] - Jason's concept for launching an independent RIA [26:57] - The challenges of selecting the right tech stack [32:55] - Jason's Milemarker Minute Key Takeaways Having the right tech stack can help advisors avoid wasting time and resources. By prioritizing simplicity, functionality, and technology aligned with the firm's values, advisors can enhance client service, simplify operations, and avoid unnecessary complications. The shift toward independence allows advisors to create a tailored and impactful advisory practice, focused on client relationships and meaningful financial planning. Entrepreneurs in the financial advisory space have to be able to navigate challenges, make informed decisions, and maintain a client-centric approach. Quotes [23:06] - "We want to provide you with the things you have to have and nothing more. As for the things you must have, we'll do a great job." ~ Jason Barber [24:39] - "There's a big opportunity to help people, and people want what we do because we actually do it and have done it ourselves." ~ Jason Barber [31:37] - "Most advisors want to log into one thing in the morning. They want to have a CRM and a portfolio management tool, they want to be able to do their billing, they want to have a built-in TAMP, and they want to have it all in one place. And that's what we've got with Advyzon." ~ Jason Barber Links Jason Barber on LinkedIn Uptick Partners Holistic Planning Steve Barber Edward Jones Dell Cutco Vector Marketing Raymond James Wealthbox Advyzon Nitrogen Wealth RightCapital MoneyGuidePro The Holy Grail of Investing Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
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    37 mins
  • Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen

    Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen
    Jul 16 2024
    Episode 052: Successful advisory firms recognize that having the right people is an investment in the organization's future. But it's more than simply filling seats. It's about cultivating a team that is passionate about the industry, thrives in a collaborative environment, and is genuinely enthusiastic about contributing to its success. In this episode, Kyle talks with Lori Van Dusen, Founder and CEO of LVW Advisors. An advocate of client-focused strategies, Lori provides comprehensive, integrated solutions to a fragmented financial services industry. She is the author of the Wall Street Journal bestselling book Running with Grace: A Wall Street Insider's Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity. Lori talks with Kyle about what it takes to build a successful advisory firm. She discusses the importance of mentorship, succession planning, and investing in the right people. Lori also shares insights from her book, highlighting resilience and overcoming adversity. In this episode: [03:06] - Lori's money moment [06:06] - Lori's thoughts on going independent [10:12] - What motivated Lori to start her advisory firm [12:16] - What it takes to build a successful firm [16:50] - Why failure isn't a threat [18:39] - The inspiration behind Lori's book, Running with Grace [22:31] - Key takeaways from Running with Grace [25:16] - How technology plays a role in running a business [28:12] - Lori's outlook about the future of the industry [30:02] - Why many people fail to plan for succession [33:18] - Lori's Milemarker Minute Key Takeaways Investing in people is investing in the future of the organization. Great people, a great team, and a mindset dedicated to giving back to the industry drive business success. Building a successful advisory firm begins with building a strong and culture-focused team. Succession planning and strategic business development ensure long-term sustainability and growth. Similarly to stress testing a portfolio, stress testing a business allows businesses to operate seamlessly. Quotes [14:10] - "You have to study each client base that you're serving and say, 'What is it that they need that's not out there?' Then you have to find people you can partner with so it is seamless to solve problems." ~ Lori Van Dusen [13:04] - "Our whole business is based on understanding the client's unique situation, the problems they're having, and the implications of those problems, and then solving for that." ~ Lori Van Dusen [15:38] - "The rankings or recognitions we've got simply come back to having great people, a great team, and the mindset that you're not only wanting to solve problems for clients but also giving back to the industry." ~ Lori Van Dusen Links Lori Van Dusen on LinkedIn LVW Advisors Running with Grace Morgan Stanley Merrill Lynch Salesforce eMoney Advisor Envestnet | Tamarac Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
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    37 mins
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